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DeDora Capital’s PTC PTC Stock Holding History

DeDora Capital’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,262
Closed -$220K – 124
2025
Q4 		$220K Hold
1,262
– – 0.05% 113
2025
Q3 		$256K Sell
1,262
-25
-2% -$5.1K 0.06% 110
2025
Q2 		$222K Buy
+1,287
New +$207K 0.06% 111
2025
Q1 		– Sell
-1,324
Closed -$243K – 116
2024
Q4 		$243K Hold
1,324
– – 0.07% 106
2024
Q3 		$239K Sell
1,324
-45
-3% -$7.91K 0.07% 103
2024
Q2 		$249K Sell
1,369
-26
-2% -$4.65K 0.08% 102
2024
Q1 		$264K Sell
1,395
-1,390
-50% -$250K 0.08% 99
2023
Q4 		$487K Buy
2,785
+12
+0.4% +$1.84K 0.17% 80
2023
Q3 		$393K Buy
2,773
+1,085
+64% +$155K 0.15% 83
2023
Q2 		$240K Buy
+1,688
New +$224K 0.09% 96

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DeDora Capital's PTC Position: Q1 2026 in Review

DeDora Capital sold out of PTC (PTC) in Q1 2026, closing a stake of 1,262 shares — an estimated $220K sold.

DeDora Capital first reported a position in PTC in Q2 2023 and held it in 10 quarters. The position peaked at $487K in Q4 2023. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • DeDora Capital reported no remaining PTC position as of Q1 2026 after selling out during the quarter.
  • DeDora Capital sold 1,262 PTC shares in Q1 2026, an estimated $220K.
  • DeDora Capital first reported a position in PTC in Q2 2023 and held it in 10 quarters.
  • DeDora Capital's PTC position peaked at $487K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on DeDora Capital's 13F filing for Q1 2026, filed 27 Apr 2026.